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Greg Allen

Indianapolis, IN

CEPA® (Certified Exit Planning Advisor)

Littleton, CO

Houston, TX

Denver, CO

Charlotte, NC

Reston, VA

Charlotte, NC

Reno, NV

Reno, NV

Des Moines, IA

Westchester, NY

Albany, NY

San Diego, CA

West Chester, PA

Georgetown, TX

Rye, NY

Orem, UT

Franklin, TN

Cincinnati, OH

Denver, CO

New York, NY

Wichita, KS

Schaumburg, IL

Life & Health Insurance License

Schaumburg, IL

Louisville, KY

Orange County, CA

Orem, UT

Denver, CO

Buffalo, NY

Westport, CT

Minneapolis, MN

Scottsdale, AZ

Washington Court House, OH

Highlands Ranch, CO

St. Louis, MO

Christian Giannangeli

New York, NY

West Orange, NJ

New York City, NY

Macomb, MI

Naples, FL

Columbus, OH

Reston, VA

Cincinnati, OH

Los Angeles, CA

Denver, CO

Indianapolis, IN

Seattle, WA

Reno, NV

San Diego, CA

Dallas, TX

Minneapolis, MN

Livingston, NJ

Lehi, UT

Boca Raton, FL

Vancouver, WA

Boston, MA

Arlington Heights, IL

North Kingstown, RI

Cincinnati, OH

Pleasanton, CA

Denver CO

Minneapolis, MN

Carmel, IN

Cedar Park, TX

Marietta, GA

Alamo, CA

Park City, UT

Houston, TX

Las Vegas, NV

Wilmington, NC

San Diego, CA

Indianapolis, IN

Calabasas, CA

Orem, UT

Manhattan Beach, CA

Kansas City, KS

Carmel, IN

Indianapolis, IN

Chicago, IL

San Francisco, CA

Louisville, KY

Los Angeles, CA

Salt Lake City, UT

Cranston, RI

Cincinnati, OH

Fort Lauderdale, FL

Chicago, IL

Edmond, OK

Minneapolis, MN

San Francisco, CA

Reno, NV

San Diego, CA

San Diego, CA

Cabot, AR

Denville, NJ

Waterbury, VT

Atlanta, GA

Minneapolis, MN

Bellingham, WA

Saint Petersburg, FL

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FAQ

Do I have to use SWIM?

SWIM is an optional part of the Savvy platform. Advisors choose the level of investment support that fits their practice, from fully delegated to fully custom. The 90%+ adoption rate is voluntary.

Can I keep my own investment models?

Yes, Advisor Custom Models (ACMs) allow advisors who manage their own portfolios to maintain their investment strategy with full operational support behind it. Savvy rebuilds your models in-system so your philosophy stays intact and the operational burden doesn't.

What strategies does SWIM offer?

SWIM covers the full spectrum: Savvy Total Portfolios, Thematic strategies, factor-tilted models, Direct Indexing, Fixed Income, Option Strategies, and Alternative Investments. You can use one, none, or several depending on your clients' needs.

Who is actually managing the portfolios?

SWIM is led by Anshul Sharma, our Chief Investment Officer, supported by a dedicated research team, portfolio strategists, and investment operations team. Unlike a TAMP, you have direct access to the people making portfolio decisions. Get to know the SWIM team.

What happens to my existing client portfolios when I join?

You set the pace. The investment team meets with you before and after joining to map out exactly how your book will be handled. You can keep existing allocations in place while you settle in and transition clients when you're ready.

Is SWIM a TAMP?

No. TAMPs require full outsourcing on their terms. SWIM is built around how you work: you decide how much to delegate, which strategies to use, and how involved you want to be. The infrastructure is institutional. The flexibility is yours.